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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-01-14 |
Branch Locations
10101 Reunion Place Ste 360, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | San Antonio | TX | 01/2006 | Present |
| Mml Investors Services Inc | San Antonio | TX | 05/2007 | Present |
NAME: DAVIDSON CAMP INSURANCE SERVICES INV REL: Y ADD: 10101 REUNION PL SUITE 360 SAN ANTONIO TX 78216 NATURE: GROUP LIFE, INDIVIDUAL AND GROUP HEALTH INS PLAN BROKERAGE POSITION: SALES START DATE: 01/01/2010 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: PARTH J RANA FSCP CFBS INV REL: Y ADD: 10101 REUNION PL STE 360 SAN ANTONIO TX 78216 NATURE: INDIVIDUAL LIFE POSITION: SALES/ AGENT START DATE: 1/1/2015 NO HRS/MO: 1 NO HRS/ MO DUR TRADING: 0 (3) NAME: PARTH J. RANA, CEPA, CFBS, FSCP INV REL: Y ADD: 10101 REUNION PL, STE 360, SAN ANTONIO, TX 78216 NATURE: BUSINESS CONSULTING & EXIT PLANNING POSITION: CERTIFIED EXIT PLANNING ADVISOR START DATE: 06/01/2024 No. HR/MO: 20. No. HR/MO DURING SEC TRADING: 5. DESCRIBE DUTIES: HELPING BUSINESS OWNERS UNDERSTAND WHAT IS REQUIRED TO BOOST THE POTENIAL SALE VALUE OF THEIR BUSINESS IN THE FUTURE AND EXECUTE THE NECESSARY STEPS TODAY TO MOVE TOWARD THAT GOAL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-16 |
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